Import sales transactions into Ento to assist in your rostering and reporting
Core HR > Account Data > Import Data
Importing sales transactions
- To start a new file import, go to Core HR > Account Data > Import Data and click Create new.
- Open the Type dropdown list and select Sales Transactions.
- The purple bar under the file selection will then update to include a Click here link for downloading a CSV template that includes all the fields necessary to get importing.
More general information on preparing import files can be found in Importing data overview.
Sales transaction import requirements
During the run of a sales transaction sync file, matches will be found based on theID
.
Due to the quantity of data being stored it’s not possible to run the file import in ‘delete mode’. If you need to delete information, re-upload the transactions with theTransactions
andValue
zero’d.
Name | Data type | Length limit | Example | Mandatory | Description |
---|---|---|---|---|---|
ID | String | 40 | INV-10001 | Yes | A unique identifier for the sales transaction/s. An ID can be comprised of text and/or numbers up to 40 characters in length. We recommend using the invoice or order number. If you don't have a unique ID, consider joining the date, time and area together to create one (but be careful if you process multiple transactions per second). |
Date | Date | 25/10/2015 | Yes | The date the transaction took place. | |
Time | Time | 14:00:00 | Yes | The time the transaction took place in hh:mm:ss format. If you're sending multiple transactions in one record this should be the start time of the period being sent. | |
End time | Time | 14:15:00 | No | This field only needs populating if you're sending multiple transactions in one record. For example, if you're sending the total transactions that took place between 14:00:00 and 14:15:00 you would set this field as '14:15:00'. If you're sending transactions one-by-one then this field can be left blank. | |
Transactions | Number | 10,2 | 20 | Yes | The total amount of transactions that took place in the time period. If you are sending single transactions this should be set as '1'. |
Value | Number | 10,2 | 370 | No | The total value of the transaction/s you are sending. If you're using 'transaction mode' for your sales feed then this field doesn't need to be populated. |
Area ID | Reference | STORE1 | Yes | The ID of the %area% the sale transactions belongs too. This allows you to attach different sales data to each %area% in your account. If the ID doesn't match a predefined, non-deleted %area% ID OR it it's left blank then the sales data will be shared by all area's in your company. | |
Contact ID | Reference | EMP105 | No | The ID of the %staff% the sale transaction/s belong too. | |
Type | String | actual | No | This column is used to distinguish whether the import data is a type for sale forecast data or actual sales data |